J. Thomas Wilcox, Jr.
For over forty years, Tom has specialized in providing qualified and non-qualified retirement plans to corporations, and financial, estate and investment planning advice to professionals, business owners and individuals. His philosophy is that business ethics and the client's best interest come before every recommendation which is made.
While eager to serve new clients, he will not allow his practice to grow any faster than the demands of his personalized service to his existing clients allows. He believes that successful financial plans and wealth accumulation are preceded only by a long-term, trusting relationship.
Tom is a graduate of Alfred University with a Bachelor of Science in Business Administration, and earned his MBA from Babson College.
Phone: 781-893-0909 x262
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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